show only item related to a user - help with view / list (updated)

Question

Sorry, did not know how to formulate the title, might sound a bit strange.
I created a Form + Workflow which goes through some approval stages:

• Pending > when is raised and needs approval
  
• Approved > when it has been approved by the Manager at least
  
• Rejected > well there not much to say to it lol

I also created a view UserView to show all the existing tickets to the user [Me] however, I was thinking to create a view which shows:

the tickets only relevant to the Manager | Exec. | Finance

For reference, when raising a Form the cost centre number is entered (there are over 30 cost centers available) and my thoughts were to make the view = show only by CostCentre Nr. but how to make it show only to the next person who needs to approve it ?!

UPDATE

To give a better understanding, I have attached some screenshots; below you see folders Pending | Approved | Rejected and My Requests. Each of the folders is linked to the specific View

Though, them three folders is visible only to the FINANCE Team. Meaning, they can see all tickets from every cost centre whether it is pending rejected or approved.

The My Requests is again a ViewStyle restricted to show [ME] only your own tickets. Which is aimed for the users only who have raised a request.

What is the issue here?

With my current approach, the Managers and the Exec's cannot see any of the forms that has been raised or that needs to be approved.

What I want to achieve?

Ideally, I like so that each Manager and Execs can see only the forms (ticket whatever you may be referring to) that they have been assigned to for approval or simply where they are responsible to.

Maybe a way of saying "show items only based on the login" ?!

Example:

Manager: Max - Exec: Gary

Max > needs 5 Forms approving | has approved 3 forms already | 2 rejected
Gary > 3 forms to approve (pending) | has 1 approved and 1 rejected

Current situation: whether a Manager or an Exec's they could see ALL the raised forms across all the department and that is not really ideal.

Question is:

to restrict the View so each Manager | Exec can only see what is assigned to them

Answer 1

You can create a new view, and you have Filter option on view settings. By which you can apply the filter on assigned to column or any column that holds the name of the current user on an item. You can make this view public and also have it as a default view for that list from the view settings.

Answer 2

Thanks, ideally you should be using Item level permission and assign permission to each item from workflow based on user Managers/Execs, Also you need to create multiple views like My View, Manager's View, Execs View. This way they will be able to view items related to them on which they have access. Item creator will already have access to item which he created. Your workflow will do the trick to assign permission to item for Manager and Execs.

Update

1. Break inheritance of List, Enable Item level permission.
2. Create a workflow, which triggers on Item creation.
3. In this workflow Assign permission to particular list item based on Requests Manager, Execs, Assuming for each user, there would be master list which tell who is manager, who is execs or may be group.
4. Above will make sure that each list item in List can be accessed only by 3 persons 1. Requester himself, His Manager, His EXECs.
5. Now you would need different Views for each type of User, Manager and Exec. Follow normal steps to create views.
6. As we have item level permission enabled, Manager will only be able to see requests(list items) on which he has access. Same would be case with EXECs.

You can refer below link to on

Assign item level permission through workflow

Note - Enabling item level degrade performance based on how many items you are going to create in this list. so please consider this also before going by this approach.